Filed November 20, 2018 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $181,599 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $27,988 |
DG KRAUSE LLC7+ years Service code 10 · EIN 20-2621108 | Accounting | $24,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,945 | $94,836+52.8% | $75,728+91.4% | $86,828+66.9% |
| Participation rate | 92.0% | 79.1%+12.9pp | 74.8%+17.2pp | 72.3%+19.7pp |
| Annual return | 13.12% | 16.90%-3.8pp | 104.66%-91.5pp | 97.95%-84.8pp |
| Employer contribution / active EE | $5,208 | $2,908+79.1% | $2,743+89.8% | $2,406+116.4% |
| Participant deferral / active EE | $5,176 | $3,632+42.5% | $3,820+35.5% | $4,132+25.3% |
| Admin fee / account holder | $116 | $108+7.2% | $3,620-96.8% | $170-31.5% |